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Jeffrey Kohls

Advisor at Thrivent Investment Management

Updated today

Location

Holister, MO

Credentials

Series 63, Series 65

Industry experience

29 years

About

Jeffrey Kohls is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning that covers a wide range of topics and allows clients to combine planning with managed accounts via a consolidated billing option, while maintaining separate planning and management services.

Client services

Based on Thrivent Investment Management

Financial planning Portfolio management

Expertise

Based on Thrivent Investment Management

Business ownership considerations

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Fee options

Commissions

Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.

Other

Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.

Location

Holister, MO

Most active in

Missouri

Work history

Thrivent Financial for Lutherans

2002 - Present (24 years)

Thrivent Investment Management inc

2002 - Present (24 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Evan B

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Hollister, MO

Brandsma Capital LLC

Evan Brandsma is a financial advisor at Brandsma Capital LLC with one year of industry experience. He holds a Series 66 designation and previously worked at LPL Enterprise and Prudential Financial. Outside of his advisory role, Brandsma serves as a youth pastor at Keystone Baptist Church. Brandsma Capital provides investment advisory and financial planning services to individual and high-net-worth clients. The firm employs a multi-disciplinary investment process and offers a range of services including portfolio management, financial planning, and access to alternative investment products.

College savings (529s, UTMA, etc.) Life insurance needs analysis Retirement income strategy Debt management

Rob J

Series 66

Branson, MO

Edward Jones

Rob Johns is a financial advisor at Edward Jones in Branson, MO, with 9 years of industry experience. He holds the Series 66 designation and previously worked at Central Bank of Branson from 2011 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Wealth management Early retirement planning Business ownership considerations Founder/Business Owner

Michael T

Series 66

Branson, MO

Edward Jones

Michael Taylor is a financial advisor with Edward Jones in Branson, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is an organizer of March and October, LLC, an entity formed for property purchase in New Virginia, Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Shay R

Series 66

Branson, MO

LPL Enterprise

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General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Steve F

CFP®, Series 63, Series 66

Branson, MO

Edward Jones

Steve Fernandez is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He operates a personal income tax preparation business serving long-standing clients and their referrals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, investment options, and fiduciary services supported by a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Samuel P

Series 66

Branson West, MO

Edward Jones

Samuel Piche is a financial advisor at Edward Jones in Branson West, MO, holding a Series 66 designation. He has prior experience at Generations Bank, Robbins Insurance Group, Ozarks Teen Challenge, Home of Grace, and the Army National Guard. Outside of finance, he has been involved in a construction business partnership through Nobel Construction LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, investment strategies, and affiliated capabilities. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy Wealth management ESG / Sustainable investing Military & Veterans Religious/faith focused
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